See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,507 | $107,334-75.3% | $92,893-71.5% | $152,861-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 53.63% | 145.58%-92.0pp | 109.41%-55.8pp | 345.32%-291.7pp |
| Employer contribution / active EE | $2,374 | $4,221-43.8% | $3,653-35.0% | $4,762-50.1% |
| Participant deferral / active EE | $5,231 | $4,845+8.0% | $4,236+23.5% | $5,850-10.6% |
| Admin fee / account holder | $829 | $7,079-88.3% | $5,794-85.7% | $11,596-92.9% |